What are the responsibilities and job description for the Administrative Assistant position at Croskey Lanni, PC?
OUR CULTURE
Our Vision at Croskey Lanni is to Embrace Extraordinary – be the best CPA firm for our team and clients! We are continuously growing which allows us to provide tremendous advancement opportunities for our team. Our core values focus on Quality, Respect, Innovation, Diligence, and Dedication, and because of this we are able to provide a dynamic and challenging environment where team members experience a balanced quality of life while achieving their full potential.
We are seeking a full time Administrative Assistant for our Rochester or Novi location. The Administrative Assistant position provides day to day administrative support for multiple teams, including managing internal and external client expectations, proposals, correspondence, tax return processing and managing some projects and processes.
The Administrative Assistant plays a critical role in our firm’s operations. Our ideal candidate will have the ability and desire for continued growth and see this position as a stepping stone into a long-lasting career with our firm.
Summary:
- Assist office with various administrative responsibilities including telephone calls and messages, incoming/outgoing mail, assist professional team and other office duties as required.
- Assist with the production and editing of client firm deliverables, such as correspondence, proposals, financial statements and tax return processing.
- Responsible for maintaining various processes, including workflow systems/firm databases, new client/job workflow and various internal processes.
- Scan and organize tax data for tax return preparation.
- Assemble various tax returns such as corporate, partnership, individual, fiduciary, trusts, and payroll.
- Assist with printing and mailing of annual tax organizers and other client mailings.
- Assist with firm billing and collection processes.
- Assist with property management responsibilities including collection of rent, processing payments, maintaining records and general leasing functions
- Assist with firm HR functions
Qualifications:
- Minimum of 3 years of administrative experience; preferably in a CPA or Accounting Firm
- MS Office experience required in Excel, Word and Outlook
- QuickBooks experience a plus
- Professional demeanor with excellent customer service skills
- Ability to multi-task and work in a fast-paced environment
- Must be detail oriented and have excellent organizational/analytical skills
- Verbal and written communication skills are a must
- Ability to prioritizing workload to ensure deadlines are met
- Must be a team player and able to work well independently
Compensation:
- Commensurate with experience
- We offer a comprehensive benefit package including, medical, dental, vision, 401(k) and paid vacation time
We look forward to having you on our TEAM!
Job Type: Full-time
Work Location: In person
Salary : $37,000 - $46,800